I owned 2 out of those 4 you mentioned, sold MYR into the mysterious rally two weeks ago, not sure about Myer as a long-time hold with that huge off-balance sheet Operating Lease, held Sigma all the way until takeover, did take a stab at SGH but their debt scared me off. Over the weekend I might check out Thorn and Silver Chef, both are equipment funders, INP also looks interesting. Anyways I hope you're right about FIG.
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